06/30/2021
AdvisorPeak appoints Chief Strategy Officer
Serving over 1,000 financial advisors, AdvisorPeak’s best-in-class trading and rebalancing solution continues to disrupt legacy providers with its customisable and data rich platform.
06/30/2021
Serving over 1,000 financial advisors, AdvisorPeak’s best-in-class trading and rebalancing solution continues to disrupt legacy providers with its customisable and data rich platform.
06/29/2021
She was Division President for United Kingdom, Ireland and South Africa
06/29/2021
He will start in his new position on 1 October
06/29/2021
He will start in his new post on 1 August.
06/29/2021
‘I am looking forward to working with the charity team at Brewin Dolphin to help them build on their success,’ Farrer said.
06/29/2021
Her previous roles have seen her acting as a senior global adviser to international, listed and multi-sector clients on legal and regulatory aspects of their business strategy.
06/29/2021
It's the latest push at the Wall Street firm to gain market share from rivals under new boss Jane Fraser
06/29/2021
Storim to succeed Leonique van Houwelingen who has been named EMEA Head of Strategic Growth and Regional Head of Client Coverage for Asset Servicing
06/29/2021
Joins from Heartwood Investment Management
06/28/2021
This is an important hire for the bank as we continue to build on the technology that underpins our service to clients.
06/28/2021
This appointment marks a change for our Board, which now has a gender balance of Commissioners.
06/27/2021
The celebrity tax avoidance scheme cost the taxpayer £52m and included the likes of Jimmy Carr, Wayne Rooney and Arsène Wenger
06/25/2021
Prior to joining Crestbridge, Ross was the COO for Carne Global Fund Managers Luxembourg where he was responsible for the daily running of the Management Company and the AIFM.
06/25/2021
"I'm delighted to welcome Penny to the group board. She brings exceptional skills with broad ranging financial services experience"
06/25/2021
Illingworth took up his position on June 23 while Hayes will start on July 1, 2021.
06/25/2021
Frankland added: “This is a critical role for driving our long-term growth ambitions and desire to expand our product offering.”
06/24/2021
A STEP Affiliate member, Toni joins Edwin Coe from the Wealth Planning department at Rooks Rider Solicitors LLP.
06/24/2021
He joins Apex from Intertrust Group, where he spent over seven years, latterly as Director, Corporate Services in the Netherlands
06/24/2021
The new cohort also reflects rapidly growing client demand in areas such as ESG, with new partners focused on Net Zero strategy
06/24/2021
He will implement integral plans to ensure growth targets are exceeded across the business, whilst exploring new strategic business development opportunities across the UK.